Athens Impact Socially Responsible Investments
Fee-Only (% of Portfolio)Fixed/Hourly
Athens Impact LLC manages investment portfolios based on clients' individual needs and goals. They offer investment management services, including socially responsible investing. Athens Impact also provides project-based financial planning services covering retirement, risk management, college savings, and more. They also offer financial coaching and comprehensive financial planning.
Assets Under Management$21M
Clients195
Advisors1
Avg. per Client$110K
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.35% |
| $50K - $100K | 1.35% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable. In addition to the standard advisory fee, if a platform or Sub Advisor/TAMP is used, an additional account fee may be charged. This fee will vary depending on the Sub Advisor or platform chosen. Platform fees will not be larger than 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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